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SOLUTIONS PRESENTATIONS PowerPoint PPT Presentation


SOLUTIONS PRESENTATIONS . Project Challenge 2007 Project Solutions Presentation Thursday 20 September 2007 – 13.30 pm. Enterprise Project Management and Customer Relationship Management An Integrated Approach. Michael Wignall – Tubedale Communications. Quick Audience Survey. Hands up!

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SOLUTIONS PRESENTATIONS


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Project Challenge 2007

Project Solutions Presentation

Thursday 20 September 2007 – 13.30 pm

Enterprise Project Management and Customer Relationship Management An Integrated Approach

Michael Wignall – Tubedale Communications


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Quick Audience Survey

  • Hands up!

  • Project Management?

  • Enterprise Project Management (EPM)?

  • Customer Relationship Management (CRM)?

  • How are EPM and CRM related?


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Agenda

  • Introduction

  • Why EPM and CRM?

  • The EPM and CRM Stacks

  • An Integrated Approach

  • Live Demonstration

  • Questions


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Tubedale Communications

  • Microsoft Business Solutions Competency

    • Microsoft Dynamics CRM Specialisation

  • Information Worker Competency

    • Enterprise Project Management Specialisation


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Microsoft Credentials

Microsoft Certified IT Professional: Enterprise Project Management with Microsoft Office Project Server 2007 – Beta Tester


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Terminology

  • EPM - Enterprise Project Management involves the planning and tracking of project activities across an enterprise. It is supported by having an end-to-end collaborative project and portfolio environment, with an organisation wide resource pool and consistent standards and rolled up reporting.

  • CRM - Customer Relationship Management encompasses all aspects of interaction a company has with its customer, including pre-sales, sales, marketing and service delivery. It involves managing, recording and reporting on these activities across an organisation.


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Why EPM and CRM?

  • CRM is good at controlling customer interactions and tracking and reporting on client communications and service status

  • EPM is good at planning and managing project work and tracking and reporting project status.

  • Often an end-to-end service management capability is required, leveraging the strong points of both applications.

  • Tubedale Communications working with Microsoft Consultancy Services has developed an integrated approach to EPM and CRM services to provide this capability.


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Line of Business Systems

Line of Business Systems

Project Managers

Executives

Portfolio Analysts

Project Managers

Application Managers

Executives

Resource Managers

Team Members

Project Server Gateway

Microsoft EPM Stack


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Business Units

Teams

Users

Accounts

Contacts

Opportunities

Entities

Relations

Schemas

Objects

Forms

Views

Processes

Microsoft CRM Stack

Presentation

Application

CustomApps

Sales

Marketing

Service

Business Designer

Import/Export XML

BusinessHierarchy

SecurityRoles

SystemSettings

CustomForms

CustomEntities

CustomWorkflow

Web Services

Platform Services

SecurityServices

ReportingServices

DataServices

E-mailServices

WorkflowServices

IntegrationServices

Data Services

CRM DB

Metadata

Foundation


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Functional Requirements

Customers

Customers

Customer Portal

Service Managers and Project Managers

Self –Service Portal

Data Warehouse / BI

EAI

CRM

Service Order Management

Integration

System Reporting

Performance Reporting

Request Management

Outage / Upgrade

Inventory Management

Project Management

Work Management

SLA/Contract Management

Back Office Applications

Asset Management

Manage Project Plans

Manage Task Allocation

Customer Profile

Service Catalogue

Service Order Management

Workflow

EDMS

Knowledge Management

Document Management

Escalation

Workflow

New Product Development


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Service Order Management

Microsoft®

Office PerformancePoint

Server 2007

Request Management

Outage / Upgrade

Work Management

SLA/Contract Management

Microsoft® Office

Project Professional 2007

Manage Project Plans

Manage Task Allocation

Customer Profile

Service Catalogue

Microsoft® Office

Project Server 2007

Knowledge Management

Document Management

Escalation

Workflow

Product Map

Customers

Customers

Customer Portal

Service Managers and Project Managers

Self –Service Portal

Data Warehouse / BI

EAI

CRM

Integration

System Reporting

Performance Reporting

Inventory Management

Project Management

Back Office Applications

Asset Management

Service Order Management

Workflow

EDMS

Workflow Foundation

New Product Development


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Microsoft®

Office PerformancePoint

Server 2007

Microsoft® Office

Project Professional 2007

Microsoft® Office

Project Server 2007

Presentation Focus

Customers

Customers

Customer Portal

Service Managers and Project Managers

Data Warehouse / BI

EAI

CRM

Inventory Management

Project Management

Back Office Applications

Asset Management

Service Order Management

Workflow

EDMS

Workflow Foundation

New Product Development


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Live Demonstration

  • Example Scenario

    • EPM Consultancy Company


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Questions?

  • My Contact Details:

  • [email protected]


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SOLUTIONS PRESENTATIONS


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